Investment Management Fee Calculation Software

While fee information is key both to managers and investors, fee calculations are often buried in obscure spreadsheet formulas that provide little visibility. The Portfolio Maximizer software enables easy access to fee modeling that guarantees complete transparency of these all important calculations.

Captured in Portfolio Maximizer, any change to property, debt, or cash flow information is immediately reflected in the relevant fees—providing managers with accurate and up-to-date picture of both past and future income flows.

• Capture all the details associated with the various types of fees paid out of the partnership, including asset management fees, incentive promote fees, fund management fees, and others
• Select and define multiple methods for calculating fees
• Apply fees to historical results as well as future forecasts
• Automatically incorporate fees into what-if scenarios

With Portfolio Maximizer’s built-in fee modeling, you can spend less time creating spreadsheets and more time using the information to optimize investment decisions and maximize profits.